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Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $528M invested in Eaton Vance Limited Duration Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

3% more funds holding

Funds holding: 145149 (+4)

4.89% less ownership

Funds ownership: 39.18%34.29% (-4.9%)

8% less capital invested

Capital invested by funds: $575M → $528M (-$46.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
54
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$110M +$2.67M +207,147 +3%
SIA
2
Sit Investment Associates
Minnesota
$95.7M -$20.2M -1,567,591 -18%
PPA
3
Parametric Portfolio Associates
Washington
$27.4M -$4.53M -351,776 -15%
RVPG
4
Relative Value Partners Group
$26M -$9.22M -715,397 -27%
Invesco
5
Invesco
Georgia
$22.3M +$563K +43,717 +3%
UBS Group
6
UBS Group
Switzerland
$20.7M +$356K +27,635 +2%
PCM
7
Penserra Capital Management
California
$18.5M +$3.99M +309,501 +29%
Cohen & Steers
8
Cohen & Steers
New York
$17.3M +$3.49M +270,860 +26%
BI
9
Bramshill Investments
Florida
$17.1M +$10.8M +836,381 +185%
1CP
10
1607 Capital Partners
Virginia
$14.2M -$16.9M -1,311,392 -55%
CPIG
11
Chicago Partners Investment Group
Illinois
$12.2M +$233K +18,116 +2%
Bank of America
12
Bank of America
North Carolina
$11.1M +$1.31M +101,326 +14%
Wells Fargo
13
Wells Fargo
California
$8.26M -$615K -47,709 -7%
OHA
14
Oak Hill Advisors
New York
$6.28M
GC
15
Guggenheim Capital
Illinois
$6.26M -$6.16M -478,074 -50%
LPL Financial
16
LPL Financial
California
$6.18M +$389K +30,189 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.42M -$676K -52,474 -11%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.1M +$837K +64,969 +20%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$4.41M -$4.89M -379,383 -53%
CP
20
Camelot Portfolios
Ohio
$3.94M +$37.3K +2,899 +1%
Ameriprise
21
Ameriprise
Minnesota
$3.77M +$345K +26,758 +10%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.46M +$1.15M +89,100 +52%
HWM
23
Howard Wealth Management
Connecticut
$3.44M +$267K +20,688 +9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.38M +$492K +38,209 +18%
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$3.07M +$2.98M +231,298 New